September 2012 Program

This event is currently open. If you'd like to attend, please register.

Details

Date(s) & Time(s):

09/14/2012
  • 11:00 a.m. - 12:00 p.m. - Morning Session
  • 12:00 p.m. - 12:30 p.m. - Networking
  • 12:30 p.m. - 2:00 p.m. - Luncheon & Program

Location:

The Racquet Club, 215 South 16th Street Philadelphia, PA 19102

www.rcop.com
Discount parking is available at the garage located at 1616 Chancellor Street. Payment must be made in the Racquet Club in the amount of $11.

Registration Information:

Deadline: 09/12/2012

Registered individuals who are unable to attend must cancel within 24 hours or else will be billed.

Description

Topic:

Morning & Luncheon Programs

Morning Session (11:00 a.m. – 12:00 p.m.)
“Economic Update"
The Federal Reserve Bank of Philadelphia helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government. It is one of the 12 regional Reserve Banks that, together with the Board of Governors in Washington, D.C., make up the Federal Reserve System. Come to hear more about the Fed’s outlook on the national and regional economy.

Luncheon Program (12:30 – 2:00 p.m.)
“Family and Wealth Sustainability: How Family Philanthropy Can Help Save Families"
Integrating Family Virtues with Wealth Planning for a Lasting Legacy
This program’s broad ranging discussion will cover the concepts of family capital (human, intellectual, and social), and how successful families use their financial capital to enhance their non-financial assets.

Topics will include:

  • Family Wealth Research and Statistics
  • Preserving Wealth in Families
  • Five Steps to Healthy Family Governance
  • Family Communication Styles
  • Family Values – Mission/Vision
  • Family Philanthropy
  • Family Sustainability Resources and Solutions

When family wealth does not transfer through generations, failures in financial, tax and investment planning are the cause only 3% of the time. Come learn how family philanthropy is the key ingredient to family and wealth sustainability.

Brochure:

Speaker(s)

Morning Program (11:00 a.m. – 12:00 p.m.)
“Economic Update”

  • Luke Tilley is a Regional Economic Advisor with the Federal Reserve Bank of Philadelphia. His responsibilities include working directly with the business and banking community to understand emerging trends and business concerns in the Bank’s District, which includes eastern Pennsylvania, southern New Jersey, and Delaware.

    Before joining the Bank, Tilley was a senior economist at IHS Global Insight. His primary duties included conducting state and metropolitan economic forecasts, building econometric models, managing databases, and consulting. He also worked as an economist for the U.S. Department of Housing and Urban Development. Currently, Tilley is a member of the National Association for Business Economics and the Philadelphia Council for Business Economics.

    Tilley received a bachelor’s degree in economics and history from James Madison University and a master’s degree in economics from Temple University.

Luncheon Program (12:30 – 2:00 p.m.)
“Family and Wealth Sustainability: How Family Philanthropy Can Help Save Families"
Integrating Family Virtues with Wealth Planning for a Lasting Legacy

  • Thomas C. Rogerson Senior Managing Director and Family Wealth Strategist, Wilmington Trust, Boston, MA. As a recognized leader and pioneer in family governance, Tom introduces clients throughout the U.S. to his “5 Steps to Healthy Family Governance,” which assists families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money.

    Tom joined Wilmington Trust in 2011 with more than three decades of experience in the wealth management industry. For the last 17 years, Tom has provided guidance and education to help prepare families as wealth is transitioned from generation to generation. He most recently served as managing director of Family Wealth Services for BNY Mellon Wealth Management. Previously, he was national director of estate tax planning with State Street Global Advisors in Boston, assisting clients with estate planning and family governance. Earlier in his career, Tom served as director of financial and estate tax planning with Coopers and Lybrand and was national director of estate tax planning for Kidder, Peabody & Co. He holds a bachelor’s in Economics from Ithaca College.

Cost

PPPGP Members - No Charge (Click on "None Required" for Payment Info) : $0.00
Non-Member - No Charge for Morning Session Only (Click on "None Required" for Payment Info) : $0.00
Non-Member - Luncheon Session : $35.00

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